Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.06% -0.44% -- 179157.1
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.68% 39.00% -- Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide current income and capital appreciation. Under normal market conditions, the Fund will invest at least 80% of its total assets in a combination of (1) dividend-paying common stocks and (2) common stocks the value of which is subject to covered written index call options.
General
Security Type Closed-End Fund
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name Eaton Vance
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-8.92%
33.67%
7.39%
32.62%
-21.19%
21.86%
33.11%
11.65%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.82%
-4.22%
31.99%
9.64%
32.94%
-19.77%
20.66%
35.72%
1.80%
2.79%
30.84%
29.50%
20.29%
-26.50%
22.60%
38.67%
3.20%
-11.70%
28.77%
16.02%
25.33%
-27.38%
21.63%
25.61%
12.08%
-12.72%
32.43%
0.51%
23.68%
-16.58%
7.50%
26.20%
10.14%
As of December 09, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.53%
Stock 99.51%
Bond 0.54%
Convertible 0.00%
Preferred 0.00%
Other -0.58%
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Basic Info

Investment Strategy
The Fund seeks to provide current income and capital appreciation. Under normal market conditions, the Fund will invest at least 80% of its total assets in a combination of (1) dividend-paying common stocks and (2) common stocks the value of which is subject to covered written index call options.
General
Security Type Closed-End Fund
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name Eaton Vance
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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